UnitedHealth Group Inc
UNH- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0000731766
In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,395 institutions reported holding it in 13F filings for Q2 2026, worth $325.1B in total; 3 superinvestors hold it, including H&H International Investment and Tiger Global Management.
13F holders, Q4 2022
Institutional positions in UnitedHealth Group Inc as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,160
- +232 vs. Q3 2022
- Shares held
- 820.2M
- +5.16M (+0.6%) vs. Q3 2022
- Total value
- $434.2B
- +$22.6B (+5.5%) vs. Q3 2022
- New holders
- 329
- 1,286 more added
- Sold out
- 97
- 1,218 more reduced
71 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UNH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,395 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $418.3B |
| Q4 2021 | 2,909 | $413.9B |
| Q3 2021 | 2,573 | $321.7B |
| Q2 2021 | 2,592 | $330.1B |
| Q1 2021 | 2,516 | $307.3B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brainard Capital Management LLC | 487 | $258.4K | 0.22% | +487 | New |
| Benchmark Wealth Management, LLC | 490 | $259.7K | 0.19% | +1+0.2% | Added |
| Eldridge Investment Advisors, Inc. | 490 | $260.0K | 0.09% | +70+16.7% | Added |
| ForthRight Wealth Management, LLC | 491 | $260.3K | 0.13% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 492 | $261.0K | 0.21% | +1+0.2% | Added |
| Ironsides Asset Advisors, LLC | 494 | $262.0K | 0.12% | −9−1.8% | Reduced |
| Wealthstream Advisors, Inc. | 496 | $262.8K | 0.17% | +17+3.5% | Added |
| AJ Advisors, LLC | 496 | $263.1K | 0.21% | +496 | New |
| Cora Capital Advisors LLC | 498 | $263.9K | 0.18% | +498 | New |
| Cowen Prime Advisors LLC | 500 | $265.0K | 0.11% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 499 | $265.0K | 0.28% | +3+0.6% | Added |
| NJ State Employees Deferred Compensation Plan | 500 | $265.1K | 0.04% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 500 | $265.1K | 0.09% | 00.0% | Unchanged |
| apricus wealth, LLC | 500 | $265.1K | 0.24% | 00.0% | Unchanged |
| Parnassus Investments | 500 | $265.1K | 0.00% | +500 | New |
| Kearns & Associates LLC | 500 | $265.1K | 0.28% | +500 | New |
| Boothbay Fund Management, LLC | 502 | $266.1K | 0.01% | −3,313−86.8% | Reduced |
| GEM Asset Management, LLC | 503 | $266.7K | 0.23% | +503 | New |
| Park Edge Advisors, LLC | 505 | $267.7K | 0.12% | +505 | New |
| Camelot Portfolios, LLC | 507 | $268.7K | 0.20% | +507 | New |
| Financial Management Network Inc | 533 | $268.8K | 0.12% | +94+21.4% | Added |
| Sage Investment Advisers LLC | 507 | $268.8K | 0.38% | −100−16.5% | Reduced |
| BlueSky Wealth Advisors, LLC | 507 | $268.8K | 0.06% | +9+1.8% | Added |
| VisionPoint Advisory Group, LLC | 543 | $269.0K | 0.11% | −102−15.8% | Reduced |
| McClarren Financial Advisors, Inc. | 509 | $269.0K | 0.26% | +2+0.4% | Added |
| Versant Capital Management, Inc | 510 | $270.4K | 0.10% | +24+4.9% | Added |
| Vantage Consulting Group Inc | 511 | $270.9K | 0.16% | −48−8.6% | Reduced |
| Syntax Advisors, LLC | 511 | $270.9K | 0.23% | −48−8.6% | Reduced |
| Windward Capital Management Co | 511 | $271.0K | 0.03% | −4−0.8% | Reduced |
| Verity Asset Management, Inc. | 512 | $271.6K | 0.23% | +512 | New |
| Blueshift Asset Management, LLC | 514 | $272.5K | 0.13% | −367−41.7% | Reduced |
| Clay Northam Wealth Management, LLC | 515 | $273.0K | 0.31% | −42−7.5% | Reduced |
| Cardinal Point Capital Management, ULC | 516 | $273.6K | 0.09% | +516 | New |
| Clarity Wealth Advisors, LLC | 517 | $274.1K | 0.16% | −5−1.0% | Reduced |
| LCNB Corp | 518 | $274.6K | 0.13% | +80+18.3% | Added |
| Nixon Peabody Trust Co | 520 | $275.7K | 0.22% | +10+2.0% | Added |
| Essex LLC | 520 | $275.7K | 0.08% | +66+14.5% | Added |
| Tyler-Stone Wealth Management | 522 | $277.0K | 0.19% | 00.0% | Unchanged |
| First Citizens Financial Corp | 525 | $278.0K | 0.24% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 525 | $278.3K | 0.04% | −93−15.0% | Reduced |
| Albert D Mason Inc | 526 | $279.0K | 0.20% | +44+9.1% | Added |
| Forefront Analytics, LLC | 524 | $279.3K | 0.15% | −138−20.8% | Reduced |
| Raleigh Capital Management Inc. | 527 | $279.6K | 0.15% | +18+3.5% | Added |
| AlphaCentric Advisors LLC | 530 | $281.0K | 0.28% | +109+25.9% | Added |
| G2 Capital Management, LLC | 532 | $281.9K | 0.10% | 00.0% | Unchanged |
| CSM Advisors, LLC | 533 | $282.0K | 0.03% | +22+4.3% | Added |
| Strategic Wealth Designers | 592 | $282.0K | 0.07% | −32−5.1% | Reduced |
| Meridian Financial, LLC | 533 | $282.6K | 0.30% | 00.0% | Unchanged |
| Kraft, Davis & Associates, LLC | 580 | $283.5K | 0.11% | +580 | New |
| Driehaus Capital Management LLC | 536 | $284.2K | 0.00% | −381−41.5% | Reduced |
| Merrion Investment Management Co, LLC | 536 | $284.2K | 0.26% | +536 | New |
| Hazlett, Burt & Watson, Inc. | 537 | $285.0K | 0.25% | +120+28.8% | Added |
| Prostatis Group LLC | 540 | $286.3K | 0.17% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 541 | $286.8K | 0.05% | −23−4.1% | Reduced |
| M. Kraus & Co | 541 | $286.8K | 0.11% | +541 | New |
| Gallacher Capital Management LLC | 546 | $289.3K | 0.18% | +546 | New |
| Private Capital Management, LLC | 546 | $289.6K | 0.04% | +33+6.4% | Added |
| Oakwell Private Wealth Management, LLC | 547 | $290.0K | 0.14% | −38−6.5% | Reduced |
| Integrity Advisory, LLC | 548 | $290.5K | 0.27% | +2+0.4% | Added |
| Atwood & Palmer Inc | 549 | $291.1K | 0.03% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 549 | $291.1K | 0.14% | −148−21.2% | Reduced |
| Guild Investment Management, Inc. | 550 | $291.6K | 0.50% | 00.0% | Unchanged |
| HITE Hedge Asset Management LLC | 550 | $291.6K | 0.02% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 550 | $291.6K | 0.08% | +7+1.3% | Added |
| Magnolia Wealth Management, LLC | 550 | $291.6K | 0.32% | +550 | New |
| BCJ Capital Management, LLC | 551 | $292.1K | 0.03% | −108−16.4% | Reduced |
| Lakewood Asset Management LLC | 553 | $293.0K | 0.24% | +553 | New |
| Wade Financial Advisory, Inc | 553 | $293.2K | 0.13% | 00.0% | Unchanged |
| Ted Buchan & Co | 554 | $293.7K | 0.27% | +554 | New |
| CWS Financial Advisors, LLC | 789 | $294.0K | 0.13% | −80−9.2% | Reduced |
| Integris Wealth Management, LLC | 555 | $294.3K | 0.11% | +555 | New |
| Rooted Wealth Advisors, Inc. | 556 | $295.0K | 0.25% | +556 | New |
| Indie Asset Partners, LLC | 557 | $295.3K | 0.32% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 558 | $296.0K | 0.26% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 559 | $296.4K | 0.19% | −50−8.2% | Reduced |
| Sutton Place Investors LLC | 559 | $296.4K | 0.42% | −10−1.8% | Reduced |
| Von Berge Wealth Management Group, LLC | 611 | $296.8K | 0.27% | +1+0.2% | Added |
| Bridgeworth, LLC | 561 | $297.5K | 0.05% | +22+4.1% | Added |
| Alpha Financial Partners, LLC | 561 | $297.6K | 0.36% | +561 | New |
| United Bank | 563 | $298.5K | 0.04% | −30−5.1% | Reduced |
| Antonetti Capital Management LLC | 566 | $300.1K | 0.41% | −4−0.7% | Reduced |
| Day & Ennis, LLC | 566 | $300.1K | 0.12% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 566 | $300.3K | 0.20% | +566 | New |
| Jmac Enterprises LLC | 570 | $302.2K | 0.08% | −4−0.7% | Reduced |
| Pacific Global Investment Management CO | 570 | $302.4K | 0.07% | +46+8.8% | Added |
| Dougherty Wealth Advisers LLC | 571 | $302.7K | 0.50% | 00.0% | Unchanged |
| LPWM LLC | 624 | $303.3K | 0.16% | −69−10.0% | Reduced |
| KilterHowling LLC | 576 | $305.1K | 0.32% | −6−1.0% | Reduced |
| Tanager Wealth Management LLP | 577 | $305.9K | 0.08% | +577 | New |
| One Charles Private Wealth Services, LLC | 577 | $305.9K | 0.20% | −3−0.5% | Reduced |
| Acima Private Wealth, LLC | 577 | $305.9K | 0.16% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 578 | $306.4K | 0.08% | −31−5.1% | Reduced |
| Beirne Wealth Consulting Services, LLC | 30,237 | $307.2K | 0.15% | +30,237 | New |
| Syverson Strege & Co | 580 | $307.4K | 0.14% | +2+0.3% | Added |
| Oliver Luxxe Assets LLC | 580 | $307.5K | 0.09% | −5−0.9% | Reduced |
| Dash Acquisitions Inc. | 582 | $308.6K | 0.16% | 00.0% | Unchanged |
| MAS Advisors LLC | 582 | $308.7K | 0.29% | −62−9.6% | Reduced |
| Iams Wealth Management, LLC | 584 | $309.6K | 0.32% | +584 | New |
| Endowment Wealth Management, Inc. | 584 | $309.8K | 0.34% | −28−4.6% | Reduced |
| Grassi Investment Management | 585 | $310.0K | 0.04% | 00.0% | Unchanged |